Be advised. This firm is no longer registered.

Mid Atlantic Financial Management, Inc.

Mid Atlantic Financial Management, Inc. (CRD# 109771) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $3,373,063,778 in 9,652 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,373
    MILLION
  • Total Number of Accounts
    9,652
    ACCOUNTS
  • Average Account Value
    $349,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mid Atlantic Financial Management, Inc.
No Advisor Found.
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